Pictet Asset Management (Switzerland)’s Brown & Brown BRO Stock Holding History

Pictet Asset Management (Switzerland)’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$6.71M	Sell	97,416 -509	-0.5%	-$32.4K	0.01%	714
2023 Q1	$5.62M	Buy	97,925 +2,939	+3%	+$169K	0.01%	763
2022 Q4	$5.41M	Sell	94,986 -65	-0.1%	-$3.8K	0.01%	728
2022 Q3	$5.75M	Sell	95,051 -12,685	-12%	-$798K	0.01%	699
2022 Q2	$6.29M	Sell	107,736 -19,161	-15%	-$1.18M	0.01%	709
2022 Q1	$9.17M	Sell	126,897 -2,088	-2%	-$140K	0.01%	668
2021 Q4	$9.06M	Sell	128,985 -102,421	-44%	-$6.61M	0.01%	695
2021 Q3	$12.8M	Buy	+231,406	New	+$12.9M	0.01%	615

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s BRO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Brown & Brown (BRO) stake by 0.52% in Q2 2023, selling an estimated $32.4K and leaving 97,416 shares worth $6.71M. The position accounts for 0.01% of the portfolio, ranked #714.

Pictet Asset Management (Switzerland) first reported a position in BRO in Q3 2021 and has held it in 8 quarters since. The position peaked at $12.8M in Q3 2021. 605 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

Pictet Asset Management (Switzerland) held 97,416 shares of Brown & Brown worth $6.71M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 509 Brown & Brown shares in Q2 2023, an estimated $32.4K.
Brown & Brown made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #714 holding.
Pictet Asset Management (Switzerland) first reported a position in Brown & Brown in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Brown & Brown position peaked at $12.8M in Q3 2021.
605 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.